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Categories
Dashboard
5
Estimates & Sales
8
Flat Rate Pricing
4
Job Management & Scheduling
10
Logs
2
Overview
5
Payment & Credits
6
Reporting
5
Signup & Setup
9
Users & Permissions
4
Xero Integration
8
Popular Articles
How to Create a Credit Report
How to Create a Sales Report
Managing Job Cards
Creating a Payment with the Technician View
Latest Articles
When and how does data sync occur?
How do I reconcile sales data synced to Xero?
How do payment processing fees appear in Xero?
How do I disconnect from Xero?
Dashboard
Revenue VS Target
How to Change Target KPIs
Comparison Charts
Sales Statistics
Marketing Statistics
Estimates & Sales
Creating an Estimate or Quote
Emailing an estimate
Convert Estimates into Invoices
Synchronize invoices with Xero
Edit a Sales Invoice from a Job Card
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Flat Rate Pricing
How to Add Materials
How to Add Utilities
How to Create a Labour Task
How to Create a New Service
Job Management & Scheduling
Booking a New Job
Assigning a Job to a Technician
Searching for a Job
Searching the Jobs Page
Managing Job Cards
View All 10
Logs
Overview of Timeline and Logs
Viewing Activity Logs
Overview
Jobs vs Visits
Field Staff View
Dashboard Overview
Scheduler and Dispatcher Overview
Overview of Office Staff View
Payment & Credits
Creating a New Payment in Job Card Page
Creating a Credit
Issuing a Refund
How to View Payments
Creating a Payment Using Stripe
View All 6
Reporting
How to Create a Client Report
How to Create Job Report
How to Create a Sales Report
How to Create a Payment Report
How to Create a Credit Report
Signup & Setup
Signing up
Setting up your invoice template
Industry Selection
Upgrade from the trial version
Integrate Xero accounting software
View All 9
Users & Permissions
Add a New Admin User
Add a New Member User
Add a New Technician User
Changing User permissions
Xero Integration
How to connect Xero
What does this integration do?
Syncing invoices from Skeduler to Xero
Syncing payments from Skeduler to Xero
How do I disconnect from Xero?
View All 8